MGB Wealth Management, LLC Diversified Active

CIK: 0002015822 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 14, 2025

Total Value ($000): $303,526 (100.0% shares, 0.0% debt)

Holdings (305)

APP APPLOVIN CORP 11.3%
Value ($000) $34,426 Shares 98,346 Est. Cost $52.21 Unrealized +521.0%
QQQ INVESCO QQQ TR 5.4%
Value ($000) $16,239 Shares 29,456 Est. Cost $424.76 Unrealized
MSFT MICROSOFT CORP 4.4%
Value ($000) $13,392 Shares 26,932 Est. Cost $351.90 Unrealized +22.9%
SPY SPDR S&P 500 ETF TR 3.3%
Value ($000) $10,060 Shares 16,313 Est. Cost $510.70 Unrealized
AVGO BROADCOM INC 3.1%
Value ($000) $9,537 Shares 34,808 Est. Cost $151.86 Unrealized +42.2%
NVDA NVIDIA CORPORATION 2.9%
Value ($000) $8,666 Shares 54,870 Est. Cost $96.99 Unrealized +29.7%
XSD SPDR SERIES TRUST 2.7%
Value ($000) $8,218 Shares 32,042 Est. Cost $227.97 Unrealized
AAPL APPLE INC 1.9%
Value ($000) $5,905 Shares 28,868 Est. Cost $187.05 Unrealized +7.7%
GLD SPDR GOLD TR 1.4%
Value ($000) $4,146 Shares 13,633 Est. Cost $239.90 Unrealized
AMLP ALPS ETF TR 1.4%
Value ($000) $4,108 Shares 84,067 Est. Cost $46.38 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.3%
Value ($000) $3,805 Shares 7,833 Est. Cost $367.50 Unrealized +38.2%
JPM JPMORGAN CHASE & CO. 1.2%
Value ($000) $3,787 Shares 13,089 Est. Cost $167.42 Unrealized +50.9%
FDN FIRST TR EXCHANGE-TRADED FD 1.2%
Value ($000) $3,777 Shares 14,033 Est. Cost $187.09 Unrealized
WMT WALMART INC 1.2%
Value ($000) $3,716 Shares 38,016 Est. Cost $60.19 Unrealized +57.4%
QTEC FIRST TR EXCHANGE-TRADED FD 1.1%
Value ($000) $3,441 Shares 16,176 Est. Cost $175.58 Unrealized
MCK MCKESSON CORP 1.1%
Value ($000) $3,395 Shares 4,641 Est. Cost $520.94 Unrealized +35.1%
DIVO AMPLIFY ETF TR 1.1%
Value ($000) $3,265 Shares 76,855 Est. Cost $36.68 Unrealized
ETN EATON CORP PLC 1.1%
Value ($000) $3,204 Shares 9,009 Est. Cost $220.46 Unrealized +39.1%
MAIN MAIN STR CAP CORP 1.0%
Value ($000) $2,957 Shares 50,043 Est. Cost $50.96 Unrealized +8.5%
IGV ISHARES TR 0.9%
Value ($000) $2,791 Shares 25,508 Est. Cost $140.99 Unrealized
MPC MARATHON PETE CORP 0.9%
Value ($000) $2,695 Shares 16,215 Est. Cost $142.74 Unrealized +3.6%
ABBV ABBVIE INC 0.8%
Value ($000) $2,502 Shares 13,552 Est. Cost $137.97 Unrealized +32.4%
CNQ CANADIAN NAT RES LTD 0.8%
Value ($000) $2,403 Shares 76,533 Est. Cost $32.63 Unrealized -8.1%
HD HOME DEPOT INC 0.8%
Value ($000) $2,370 Shares 6,458 Est. Cost $295.16 Unrealized +20.6%
USMV ISHARES TR 0.8%
Value ($000) $2,345 Shares 25,008 Est. Cost $78.02 Unrealized
GOOGL ALPHABET INC 0.8%
Value ($000) $2,340 Shares 13,263 Est. Cost $138.10 Unrealized +18.2%
AMZN AMAZON COM INC 0.7%
Value ($000) $2,258 Shares 10,267 Est. Cost $156.46 Unrealized +26.5%
V VISA INC 0.7%
Value ($000) $2,217 Shares 6,277 Est. Cost $256.64 Unrealized +35.2%
VEU VANGUARD INTL EQUITY INDEX F 0.7%
Value ($000) $2,196 Shares 32,711 Est. Cost $67.13 Unrealized
HACK AMPLIFY ETF TR 0.7%
Value ($000) $2,158 Shares 25,001 Est. Cost $69.84 Unrealized
PDP INVESCO EXCHANGE TRADED FD T 0.7%
Value ($000) $2,125 Shares 19,581 Est. Cost $88.17 Unrealized
XAR SPDR SERIES TRUST 0.7%
Value ($000) $1,982 Shares 9,399 Est. Cost $135.46 Unrealized
EFA ISHARES TR 0.6%
Value ($000) $1,952 Shares 21,846 Est. Cost $82.05 Unrealized
SLV ISHARES SILVER TR 0.6%
Value ($000) $1,928 Shares 58,956 Est. Cost $28.60 Unrealized
NOBL PROSHARES TR 0.6%
Value ($000) $1,868 Shares 18,551 Est. Cost $95.21 Unrealized
PAVE GLOBAL X FDS 0.6%
Value ($000) $1,847 Shares 42,359 Est. Cost $34.99 Unrealized
PM PHILIP MORRIS INTL INC 0.6%
Value ($000) $1,843 Shares 10,120 Est. Cost $140.49 Unrealized +19.1%
FDUS FIDUS INVT CORP 0.6%
Value ($000) $1,807 Shares 89,775 Est. Cost $14.74 Unrealized +22.8%
OKE ONEOK INC NEW 0.6%
Value ($000) $1,762 Shares 21,594 Est. Cost $60.81 Unrealized +32.7%
CVY INVESCO EXCHANGE TRADED FD T 0.6%
Value ($000) $1,715 Shares 66,548 Est. Cost $23.94 Unrealized
PPA INVESCO EXCHANGE TRADED FD T 0.6%
Value ($000) $1,715 Shares 12,108 Est. Cost $96.30 Unrealized
PJP INVESCO EXCHANGE TRADED FD T 0.6%
Value ($000) $1,686 Shares 21,110 Est. Cost $76.80 Unrealized
EMLP FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $1,626 Shares 43,381 Est. Cost $27.69 Unrealized
SMH VANECK ETF TRUST 0.5%
Value ($000) $1,589 Shares 5,699 Est. Cost $190.19 Unrealized
INVESCO EXCH TRADED FD TR II 0.5%
Value ($000) $1,545 Shares 28,087 Est. Cost $47.39 Unrealized
CME CME GROUP INC 0.5%
Value ($000) $1,518 Shares 5,508 Est. Cost $198.88 Unrealized +35.0%
LLY ELI LILLY & CO 0.5%
Value ($000) $1,465 Shares 1,880 Est. Cost $703.12 Unrealized +10.0%
CTAS CINTAS CORP 0.5%
Value ($000) $1,439 Shares 6,469 Est. Cost $176.08 Unrealized +21.6%
FCG FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $1,420 Shares 61,389 Est. Cost $24.33 Unrealized
TXRH TEXAS ROADHOUSE INC 0.5%
Value ($000) $1,414 Shares 7,540 Est. Cost $105.62 Unrealized +68.1%
TJX TJX COS INC NEW 0.5%
Value ($000) $1,393 Shares 11,284 Est. Cost $92.89 Unrealized +35.5%
SPLV INVESCO EXCH TRADED FD TR II 0.5%
Value ($000) $1,370 Shares 18,829 Est. Cost $63.27 Unrealized
COR CENCORA INC 0.4%
Value ($000) $1,344 Shares 4,484 Est. Cost $208.37 Unrealized +37.6%
VLO VALERO ENERGY CORP 0.4%
Value ($000) $1,287 Shares 9,575 Est. Cost $120.18 Unrealized +1.8%
CB CHUBB LIMITED 0.4%
Value ($000) $1,287 Shares 4,444 Est. Cost $281.25 Unrealized +2.0%
AR ANTERO RESOURCES CORP 0.4%
Value ($000) $1,283 Shares 31,763 Est. Cost $38.35 Unrealized -1.3%
VTV VANGUARD INDEX FDS 0.4%
Value ($000) $1,210 Shares 6,847 Est. Cost $172.46 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.4%
Value ($000) $1,162 Shares 6,352 Est. Cost $116.24 Unrealized +46.6%
KXI ISHARES TR 0.4%
Value ($000) $1,131 Shares 17,301 Est. Cost $59.28 Unrealized
SHLD GLOBAL X FDS 0.4%
Value ($000) $1,123 Shares 18,654 Est. Cost $42.51 Unrealized
PEY INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $1,072 Shares 52,499 Est. Cost $21.15 Unrealized
FLOT ISHARES TR 0.4%
Value ($000) $1,071 Shares 20,987 Est. Cost $50.77 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.3%
Value ($000) $1,054 Shares 9,852 Est. Cost $69.71 Unrealized +45.1%
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $1,052 Shares 1,063 Est. Cost $841.65 Unrealized +17.7%
TORTOISE ENERGY INFRA CORP 0.3%
Value ($000) $1,049 Shares 23,896 Est. Cost $30.27 Unrealized
NFLX NETFLIX INC 0.3%
Value ($000) $1,046 Shares 782 Est. Cost $91.07 Unrealized +24.2%
HODL VANECK BITCOIN ETF 0.3%
Value ($000) $1,034 Shares 33,932 Est. Cost $30.47 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.3%
Value ($000) $1,023 Shares 2,437 Est. Cost $318.58 Unrealized +30.3%
ADP AUTOMATIC DATA PROCESSING IN 0.3%
Value ($000) $1,022 Shares 3,321 Est. Cost $223.84 Unrealized +35.1%
FPE FIRST TR EXCH TRADED FD III 0.3%
Value ($000) $1,015 Shares 57,184 Est. Cost $17.94 Unrealized
DRI DARDEN RESTAURANTS INC 0.3%
Value ($000) $999 Shares 4,601 Est. Cost $151.29 Unrealized +35.0%
MCD MCDONALDS CORP 0.3%
Value ($000) $998 Shares 3,417 Est. Cost $260.84 Unrealized +16.4%
PSCH INVESCO EXCH TRADED FD TR II 0.3%
Value ($000) $993 Shares 24,775 Est. Cost $42.86 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.3%
Value ($000) $988 Shares 7,260 Est. Cost $77.84 Unrealized +50.7%
SPDW SPDR INDEX SHS FDS 0.3%
Value ($000) $983 Shares 24,289 Est. Cost $34.17 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $971 Shares 5,345 Est. Cost $158.16 Unrealized
RF REGIONS FINANCIAL CORP NEW 0.3%
Value ($000) $964 Shares 40,998 Est. Cost $15.05 Unrealized +36.8%
SPIB SPDR SERIES TRUST 0.3%
Value ($000) $960 Shares 28,625 Est. Cost $33.37 Unrealized
SPYD SPDR SERIES TRUST 0.3%
Value ($000) $955 Shares 22,513 Est. Cost $40.09 Unrealized
HEI HEICO CORP NEW 0.3%
Value ($000) $951 Shares 2,900 Est. Cost $173.25 Unrealized +59.7%
DFAC DIMENSIONAL ETF TRUST 0.3%
Value ($000) $925 Shares 25,811 Est. Cost $29.35 Unrealized
BR BROADRIDGE FINL SOLUTIONS IN 0.3%
Value ($000) $909 Shares 3,748 Est. Cost $183.07 Unrealized +28.4%
XOM EXXON MOBIL CORP 0.3%
Value ($000) $899 Shares 8,307 Est. Cost $110.25 Unrealized -5.2%
RJF RAYMOND JAMES FINL INC 0.3%
Value ($000) $875 Shares 5,703 Est. Cost $99.79 Unrealized +42.1%
META META PLATFORMS INC 0.3%
Value ($000) $871 Shares 1,181 Est. Cost $496.83 Unrealized +24.1%
PRI PRIMERICA INC 0.3%
Value ($000) $857 Shares 3,142 Est. Cost $209.09 Unrealized +26.8%
MOAT VANECK ETF TRUST 0.3%
Value ($000) $813 Shares 8,674 Est. Cost $87.47 Unrealized
BFST BUSINESS FIRST BANCSHARES IN 0.3%
Value ($000) $807 Shares 32,733 Est. Cost $26.06 Unrealized -11.6%
TMUS T-MOBILE US INC 0.3%
Value ($000) $797 Shares 3,351 Est. Cost $159.67 Unrealized +51.2%
EFV ISHARES TR 0.3%
Value ($000) $793 Shares 12,496 Est. Cost $63.49 Unrealized
ABT ABBOTT LABS 0.2%
Value ($000) $757 Shares 5,573 Est. Cost $96.07 Unrealized +35.9%
SPMD SPDR SERIES TRUST 0.2%
Value ($000) $725 Shares 13,339 Est. Cost $48.78 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.2%
Value ($000) $714 Shares 1,402 Est. Cost $433.57 Unrealized 0.0%
CCJ CAMECO CORP 0.2%
Value ($000) $700 Shares 9,439 Est. Cost $45.37 Unrealized +17.4%
SPYV SPDR SERIES TRUST 0.2%
Value ($000) $698 Shares 13,355 Est. Cost $46.92 Unrealized
ITA ISHARES TR 0.2%
Value ($000) $664 Shares 3,524 Est. Cost $126.67 Unrealized
XLF SELECT SECTOR SPDR TR 0.2%
Value ($000) $659 Shares 12,619 Est. Cost $40.43 Unrealized
AXS AXIS CAP HLDGS LTD 0.2%
Value ($000) $655 Shares 6,321 Est. Cost $91.53 Unrealized +8.3%
BOTZ GLOBAL X FDS 0.2%
Value ($000) $655 Shares 20,049 Est. Cost $28.49 Unrealized
BXSL BLACKSTONE SECD LENDING FD 0.2%
Value ($000) $649 Shares 21,096 Est. Cost $28.31 Unrealized -0.8%
XT ISHARES TR 0.2%
Value ($000) $624 Shares 9,559 Est. Cost $59.91 Unrealized
DVY ISHARES TR 0.2%
Value ($000) $620 Shares 4,670 Est. Cost $119.00 Unrealized
APO APOLLO GLOBAL MGMT INC 0.2%
Value ($000) $615 Shares 4,330 Est. Cost $141.54 Unrealized -7.2%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $614 Shares 4,291 Est. Cost $137.78 Unrealized -0.6%
URA GLOBAL X FDS 0.2%
Value ($000) $596 Shares 15,346 Est. Cost $28.92 Unrealized
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $596 Shares 1,287 Est. Cost $423.82 Unrealized +8.3%
RSG REPUBLIC SVCS INC 0.2%
Value ($000) $595 Shares 2,415 Est. Cost $160.22 Unrealized +53.0%
GUARANTY BANCSHARES INC TEX 0.2%
Value ($000) $593 Shares 13,967 Est. Cost $34.38 Unrealized
SHV ISHARES TR 0.2%
Value ($000) $587 Shares 5,312 Est. Cost $110.11 Unrealized
SPYM SPDR SERIES TRUST 0.2%
Value ($000) $586 Shares 8,065 Est. Cost $58.35 Unrealized
COHEN & STEERS INFRASTRUCTUR 0.2%
Value ($000) $585 Shares 21,692 Est. Cost $23.30 Unrealized
DTE DTE ENERGY CO 0.2%
Value ($000) $574 Shares 4,359 Est. Cost $98.15 Unrealized +33.8%
WEC WEC ENERGY GROUP INC 0.2%
Value ($000) $566 Shares 5,430 Est. Cost $76.28 Unrealized +36.7%
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $557 Shares 3,496 Est. Cost $149.25 Unrealized +7.7%
ALL ALLSTATE CORP 0.2%
Value ($000) $554 Shares 2,767 Est. Cost $192.75 Unrealized +2.1%
TXN TEXAS INSTRS INC 0.2%
Value ($000) $545 Shares 2,628 Est. Cost $145.50 Unrealized +19.8%
VRP INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $540 Shares 22,080 Est. Cost $23.89 Unrealized
XME SPDR SERIES TRUST 0.2%
Value ($000) $537 Shares 7,991 Est. Cost $60.93 Unrealized
PSCT INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $536 Shares 11,602 Est. Cost $48.16 Unrealized
TSLA TESLA INC 0.2%
Value ($000) $526 Shares 1,651 Est. Cost $328.02 Unrealized -8.2%
FV FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $508 Shares 8,578 Est. Cost $51.55 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $506 Shares 3,536 Est. Cost $117.86 Unrealized -7.6%
KKR KKR & CO INC 0.2%
Value ($000) $501 Shares 3,763 Est. Cost $80.91 Unrealized +44.2%
RRC RANGE RES CORP 0.2%
Value ($000) $495 Shares 12,164 Est. Cost $32.82 Unrealized +14.9%
EATON VANCE TAX-MANAGED GLOB 0.2%
Value ($000) $490 Shares 55,968 Est. Cost $7.94 Unrealized
BINC BLACKROCK ETF TRUST II 0.2%
Value ($000) $476 Shares 9,000 Est. Cost $52.84 Unrealized
XLV SELECT SECTOR SPDR TR 0.2%
Value ($000) $471 Shares 3,506 Est. Cost $136.69 Unrealized
MCI BARINGS CORPORATE INVS 0.2%
Value ($000) $457 Shares 21,167 Est. Cost $22.35 Unrealized
WCC WESCO INTL INC 0.1%
Value ($000) $455 Shares 2,455 Est. Cost $147.28 Unrealized +11.3%
FTNT FORTINET INC 0.1%
Value ($000) $453 Shares 4,290 Est. Cost $95.93 Unrealized +5.2%
BLACKROCK ENHANCED EQUITY DI 0.1%
Value ($000) $448 Shares 50,369 Est. Cost $8.07 Unrealized
FTA FIRST TR EXCHANGE-TRADED ALP 0.1%
Value ($000) $443 Shares 5,633 Est. Cost $70.85 Unrealized
DWLD DAVIS FUNDAMENTAL ETF TR 0.1%
Value ($000) $433 Shares 10,449 Est. Cost $38.21 Unrealized
BLACKROCK ENERGY & RES TR 0.1%
Value ($000) $432 Shares 32,581 Est. Cost $12.78 Unrealized
MTUM ISHARES TR 0.1%
Value ($000) $430 Shares 1,791 Est. Cost $207.95 Unrealized
KR KROGER CO 0.1%
Value ($000) $428 Shares 5,968 Est. Cost $68.18 Unrealized 0.0%
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $427 Shares 974 Est. Cost $339.37 Unrealized
COF CAPITAL ONE FINL CORP 0.1%
Value ($000) $425 Shares 1,996 Est. Cost $186.57 Unrealized -0.8%
XLB SELECT SECTOR SPDR TR 0.1%
Value ($000) $422 Shares 4,807 Est. Cost $85.26 Unrealized
BLACKROCK CR ALLOCATION INCO 0.1%
Value ($000) $420 Shares 38,424 Est. Cost $10.92 Unrealized
T AT&T INC 0.1%
Value ($000) $414 Shares 14,314 Est. Cost $26.96 Unrealized 0.0%
ATO ATMOS ENERGY CORP 0.1%
Value ($000) $412 Shares 2,697 Est. Cost $108.36 Unrealized +41.3%
FVD FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $410 Shares 9,183 Est. Cost $40.56 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $409 Shares 1,372 Est. Cost $318.82 Unrealized -5.0%
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $405 Shares 2,743 Est. Cost $131.74 Unrealized
UPGD INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $404 Shares 5,700 Est. Cost $61.79 Unrealized
APH AMPHENOL CORP NEW 0.1%
Value ($000) $403 Shares 4,086 Est. Cost $68.97 Unrealized +18.0%
SSUS STRATEGY SHS 0.1%
Value ($000) $402 Shares 8,936 Est. Cost $35.63 Unrealized
PFF ISHARES TR 0.1%
Value ($000) $398 Shares 12,978 Est. Cost $31.91 Unrealized
SYY SYSCO CORP 0.1%
Value ($000) $398 Shares 5,250 Est. Cost $64.89 Unrealized +9.6%
PGF INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $392 Shares 27,764 Est. Cost $14.62 Unrealized
RY ROYAL BK CDA 0.1%
Value ($000) $381 Shares 2,900 Est. Cost $88.10 Unrealized +38.8%
MUSA MURPHY USA INC 0.1%
Value ($000) $377 Shares 925 Est. Cost $358.80 Unrealized +26.2%
MPWR MONOLITHIC PWR SYS INC 0.1%
Value ($000) $366 Shares 500 Est. Cost $513.84 Unrealized +23.3%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $365 Shares 2,388 Est. Cost $143.59 Unrealized +5.1%
NUVEEN MUNICIPAL CREDIT INC 0.1%
Value ($000) $358 Shares 30,000 Est. Cost $12.19 Unrealized
SPGI S&P GLOBAL INC 0.1%
Value ($000) $354 Shares 671 Est. Cost $453.53 Unrealized +9.5%
AGG ISHARES TR 0.1%
Value ($000) $354 Shares 3,579 Est. Cost $98.80 Unrealized
XLRE SELECT SECTOR SPDR TR 0.1%
Value ($000) $348 Shares 8,406 Est. Cost $40.06 Unrealized
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $340 Shares 2,562 Est. Cost $127.87 Unrealized
JLL JONES LANG LASALLE INC 0.1%
Value ($000) $339 Shares 1,325 Est. Cost $263.94 Unrealized -13.2%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $337 Shares 1,161 Est. Cost $191.84 Unrealized +32.3%
ORI OLD REP INTL CORP 0.1%
Value ($000) $331 Shares 8,600 Est. Cost $23.48 Unrealized +48.5%
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $330 Shares 57 Est. Cost $3216.19 Unrealized +58.4%
FLNG FLEX LNG LTD 0.1%
Value ($000) $323 Shares 14,114 Est. Cost $22.68 Unrealized -6.6%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $323 Shares 4,640 Est. Cost $56.60 Unrealized +20.3%
EXPE EXPEDIA GROUP INC 0.1%
Value ($000) $321 Shares 1,900 Est. Cost $161.40 Unrealized 0.0%
ASML ASML HOLDING N V 0.1%
Value ($000) $321 Shares 400 Est. Cost $693.08 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $317 Shares 7,332 Est. Cost $41.82 Unrealized 0.0%
CELH CELSIUS HLDGS INC 0.1%
Value ($000) $308 Shares 6,650 Est. Cost $38.52 Unrealized 0.0%
HAL HALLIBURTON CO 0.1%
Value ($000) $306 Shares 14,985 Est. Cost $36.44 Unrealized -43.6%
FXU FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $302 Shares 7,120 Est. Cost $41.40 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $299 Shares 1,298 Est. Cost $209.24 Unrealized +4.4%
NUVEEN NASDAQ 100 DYNAMIC OV 0.1%
Value ($000) $291 Shares 11,000 Est. Cost $24.27 Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $288 Shares 515 Est. Cost $514.68 Unrealized +7.1%
ON ON SEMICONDUCTOR CORP 0.1%
Value ($000) $286 Shares 5,411 Est. Cost $78.58 Unrealized -44.7%
SPHB INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $283 Shares 2,899 Est. Cost $83.82 Unrealized
IBB ISHARES TR 0.1%
Value ($000) $278 Shares 2,200 Est. Cost $136.00 Unrealized
CHD CHURCH & DWIGHT CO INC 0.1%
Value ($000) $278 Shares 2,892 Est. Cost $92.01 Unrealized +6.3%
EATON VANCE TAX ADVT DIV INC 0.1%
Value ($000) $276 Shares 11,467 Est. Cost $22.98 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $275 Shares 3,000 Est. Cost $85.17 Unrealized 0.0%
IYZ ISHARES TR 0.1%
Value ($000) $273 Shares 9,222 Est. Cost $27.35 Unrealized
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $266 Shares 469 Est. Cost $522.04 Unrealized +7.7%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $264 Shares 486 Est. Cost $522.87 Unrealized 0.0%
XHE SPDR SERIES TRUST 0.1%
Value ($000) $257 Shares 3,164 Est. Cost $84.33 Unrealized
WMB WILLIAMS COS INC 0.1%
Value ($000) $255 Shares 4,060 Est. Cost $57.67 Unrealized 0.0%
SPYG SPDR SERIES TRUST 0.1%
Value ($000) $255 Shares 2,672 Est. Cost $70.48 Unrealized
AWR AMER STATES WTR CO 0.1%
Value ($000) $255 Shares 3,321 Est. Cost $76.07 Unrealized +1.5%
STLD STEEL DYNAMICS INC 0.1%
Value ($000) $251 Shares 1,958 Est. Cost $126.36 Unrealized 0.0%
KMI KINDER MORGAN INC DEL 0.1%
Value ($000) $250 Shares 8,567 Est. Cost $26.70 Unrealized +0.2%
LKFN LAKELAND FINL CORP 0.1%
Value ($000) $247 Shares 4,027 Est. Cost $51.28 Unrealized +10.2%
XLC SELECT SECTOR SPDR TR 0.1%
Value ($000) $245 Shares 2,260 Est. Cost $99.83 Unrealized
SRE SEMPRA 0.1%
Value ($000) $241 Shares 3,200 Est. Cost $66.74 Unrealized +8.8%
FBT FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $239 Shares 1,479 Est. Cost $158.63 Unrealized
BITO PROSHARES TR 0.1%
Value ($000) $237 Shares 11,000 Est. Cost $21.51 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $237 Shares 1,330 Est. Cost $155.96 Unrealized +5.7%
EWJ ISHARES INC 0.1%
Value ($000) $235 Shares 3,137 Est. Cost $65.58 Unrealized
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $231 Shares 1,961 Est. Cost $115.43 Unrealized 0.0%
PKG PACKAGING CORP AMER 0.1%
Value ($000) $230 Shares 1,220 Est. Cost $150.21 Unrealized +23.7%
GABELLI DIVID & INCOME TR 0.1%
Value ($000) $222 Shares 8,550 Est. Cost $24.30 Unrealized
EMR EMERSON ELEC CO 0.1%
Value ($000) $222 Shares 1,668 Est. Cost $113.54 Unrealized 0.0%
GE GE AEROSPACE 0.1%
Value ($000) $221 Shares 862 Est. Cost $218.59 Unrealized 0.0%
STRL STERLING INFRASTRUCTURE INC 0.1%
Value ($000) $219 Shares 950 Est. Cost $174.59 Unrealized 0.0%
JEPI J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $215 Shares 3,790 Est. Cost $54.98 Unrealized
PXE INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $213 Shares 7,500 Est. Cost $30.90 Unrealized
IWF ISHARES TR 0.1%
Value ($000) $211 Shares 498 Est. Cost $303.17 Unrealized
CGW INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $203 Shares 3,250 Est. Cost $53.01 Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $203 Shares 358 Est. Cost $563.34 Unrealized
FLTR VANECK ETF TRUST 0.1%
Value ($000) $203 Shares 7,947 Est. Cost $25.16 Unrealized
DGRO ISHARES TR 0.1%
Value ($000) $202 Shares 3,153 Est. Cost $61.99 Unrealized
WPM WHEATON PRECIOUS METALS CORP 0.1%
Value ($000) $201 Shares 2,233 Est. Cost $84.09 Unrealized 0.0%
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $198 Shares 2,227 Est. Cost $89.10 Unrealized
IYC ISHARES TR 0.1%
Value ($000) $193 Shares 1,936 Est. Cost $75.77 Unrealized
FNB F N B CORP 0.1%
Value ($000) $192 Shares 13,181 Est. Cost $11.03 Unrealized +20.2%
AIQ GLOBAL X FDS 0.1%
Value ($000) $192 Shares 4,390 Est. Cost $34.14 Unrealized
IHI ISHARES TR 0.1%
Value ($000) $189 Shares 3,024 Est. Cost $53.97 Unrealized
SPEU SPDR INDEX SHS FDS 0.1%
Value ($000) $188 Shares 3,872 Est. Cost $43.96 Unrealized
LMP CAP & INCOME FD INC 0.1%
Value ($000) $187 Shares 11,999 Est. Cost $15.29 Unrealized
VOE VANGUARD INDEX FDS 0.1%
Value ($000) $183 Shares 1,112 Est. Cost $145.01 Unrealized
IJR ISHARES TR 0.1%
Value ($000) $178 Shares 1,630 Est. Cost $108.41 Unrealized
NUVEEN CORE EQUITY ALPHA FD 0.1%
Value ($000) $177 Shares 11,442 Est. Cost $14.40 Unrealized
FTXN FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $175 Shares 6,425 Est. Cost $28.30 Unrealized
GUGGENHEIM ACTIVE ALLOC FD 0.1%
Value ($000) $171 Shares 10,921 Est. Cost $15.21 Unrealized
IYW ISHARES TR 0.1%
Value ($000) $170 Shares 984 Est. Cost $123.31 Unrealized
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $170 Shares 783 Est. Cost $187.26 Unrealized
ILCV ISHARES TR 0.1%
Value ($000) $167 Shares 2,000 Est. Cost $70.62 Unrealized
KIE SPDR SERIES TRUST 0.1%
Value ($000) $163 Shares 2,728 Est. Cost $58.30 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $161 Shares 635 Est. Cost $208.75 Unrealized
KRE SPDR SERIES TRUST 0.1%
Value ($000) $160 Shares 2,701 Est. Cost $52.51 Unrealized
KCE SPDR SERIES TRUST 0.1%
Value ($000) $159 Shares 1,097 Est. Cost $102.81 Unrealized
PBP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $131 Shares 6,000 Est. Cost $21.70 Unrealized
XOP SPDR SERIES TRUST 0.0%
Value ($000) $126 Shares 1,005 Est. Cost $136.03 Unrealized
SPYI NEOS ETF TRUST 0.0%
Value ($000) $126 Shares 2,502 Est. Cost $50.31 Unrealized
BIZD VANECK ETF TRUST 0.0%
Value ($000) $122 Shares 7,493 Est. Cost $16.18 Unrealized
RPV INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $106 Shares 1,130 Est. Cost $82.21 Unrealized
IMCG ISHARES TR 0.0%
Value ($000) $104 Shares 1,300 Est. Cost $64.45 Unrealized
PHO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $101 Shares 1,450 Est. Cost $66.48 Unrealized
IYK ISHARES TR 0.0%
Value ($000) $101 Shares 1,432 Est. Cost $108.99 Unrealized
BIL SPDR SERIES TRUST 0.0%
Value ($000) $101 Shares 1,100 Est. Cost $91.39 Unrealized
ILCG ISHARES TR 0.0%
Value ($000) $97 Shares 1,000 Est. Cost $67.82 Unrealized
NUVEEN FLOATING RATE INCOME 0.0%
Value ($000) $96 Shares 11,349 Est. Cost $8.45 Unrealized
SDY SPDR SERIES TRUST 0.0%
Value ($000) $94 Shares 693 Est. Cost $128.76 Unrealized
EIRL ISHARES TR 0.0%
Value ($000) $93 Shares 1,380 Est. Cost $61.21 Unrealized
AIRR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $92 Shares 1,134 Est. Cost $58.53 Unrealized
IEFA ISHARES TR 0.0%
Value ($000) $91 Shares 1,088 Est. Cost $83.31 Unrealized
NEUBERGER BERMAN ENERGY INFR 0.0%
Value ($000) $90 Shares 10,000 Est. Cost $8.94 Unrealized
SPSB SPDR SERIES TRUST 0.0%
Value ($000) $86 Shares 2,850 Est. Cost $29.78 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $85 Shares 1,000 Est. Cost $83.84 Unrealized
MLPA GLOBAL X FDS 0.0%
Value ($000) $82 Shares 1,630 Est. Cost $45.94 Unrealized
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $82 Shares 1,000 Est. Cost $77.99 Unrealized
CSHI NEOS ETF TRUST 0.0%
Value ($000) $75 Shares 1,500 Est. Cost $49.73 Unrealized
IDU ISHARES TR 0.0%
Value ($000) $72 Shares 690 Est. Cost $79.93 Unrealized
SPHD INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $67 Shares 1,417 Est. Cost $42.41 Unrealized
BKLN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $67 Shares 3,200 Est. Cost $21.15 Unrealized
IAT ISHARES TR 0.0%
Value ($000) $67 Shares 1,350 Est. Cost $41.84 Unrealized
GDX VANECK ETF TRUST 0.0%
Value ($000) $62 Shares 1,190 Est. Cost $52.06 Unrealized
EEM ISHARES TR 0.0%
Value ($000) $53 Shares 1,100 Est. Cost $48.24 Unrealized
QYLD GLOBAL X FDS 0.0%
Value ($000) $51 Shares 3,045 Est. Cost $17.03 Unrealized
IWD ISHARES TR 0.0%
Value ($000) $49 Shares 253 Est. Cost $188.16 Unrealized
RIGS ALPS ETF TR 0.0%
Value ($000) $49 Shares 2,112 Est. Cost $23.16 Unrealized
HEI/A HEICO CORP NEW 0.0%
Value ($000) $47 Shares 183 Est. Cost $195.36 Unrealized +11.9%
HDV ISHARES TR 0.0%
Value ($000) $47 Shares 400 Est. Cost $101.99 Unrealized
INVESCO SR INCOME TR 0.0%
Value ($000) $46 Shares 12,000 Est. Cost $3.98 Unrealized
PEJ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $43 Shares 750 Est. Cost $43.20 Unrealized
PIE INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $42 Shares 2,000 Est. Cost $20.16 Unrealized
HYLS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $42 Shares 1,000 Est. Cost $41.04 Unrealized
VO VANGUARD INDEX FDS 0.0%
Value ($000) $41 Shares 147 Est. Cost $275.34 Unrealized
QUAL ISHARES TR 0.0%
Value ($000) $40 Shares 220 Est. Cost $179.30 Unrealized
SPTM SPDR SERIES TRUST 0.0%
Value ($000) $37 Shares 500 Est. Cost $60.64 Unrealized
NLR VANECK ETF TRUST 0.0%
Value ($000) $36 Shares 330 Est. Cost $76.49 Unrealized
IPAY AMPLIFY ETF TR 0.0%
Value ($000) $36 Shares 600 Est. Cost $52.64 Unrealized
TLT ISHARES TR 0.0%
Value ($000) $36 Shares 407 Est. Cost $98.81 Unrealized
FXG FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $35 Shares 555 Est. Cost $65.34 Unrealized
VLUE ISHARES TR 0.0%
Value ($000) $31 Shares 275 Est. Cost $109.04 Unrealized
IEMG ISHARES INC 0.0%
Value ($000) $30 Shares 500 Est. Cost $50.58 Unrealized
XSMO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $27 Shares 403 Est. Cost $66.25 Unrealized
XYLD GLOBAL X FDS 0.0%
Value ($000) $26 Shares 659 Est. Cost $38.97 Unrealized
FEZ SPDR INDEX SHS FDS 0.0%
Value ($000) $24 Shares 407 Est. Cost $59.77 Unrealized
SPSM SPDR SERIES TRUST 0.0%
Value ($000) $21 Shares 500 Est. Cost $42.18 Unrealized
SPGM SPDR INDEX SHS FDS 0.0%
Value ($000) $21 Shares 300 Est. Cost $55.34 Unrealized
PKB INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $20 Shares 250 Est. Cost $63.12 Unrealized
BRCC BRC INC 0.0%
Value ($000) $20 Shares 15,030 Est. Cost $3.44 Unrealized -46.3%
IJS ISHARES TR 0.0%
Value ($000) $20 Shares 198 Est. Cost $102.86 Unrealized
MLPX GLOBAL X FDS 0.0%
Value ($000) $19 Shares 303 Est. Cost $60.75 Unrealized
IJH ISHARES TR 0.0%
Value ($000) $18 Shares 294 Est. Cost $62.02 Unrealized
CWB SPDR SERIES TRUST 0.0%
Value ($000) $18 Shares 219 Est. Cost $72.15 Unrealized
IGE ISHARES TR 0.0%
Value ($000) $18 Shares 400 Est. Cost $44.55 Unrealized
PSCE INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $16 Shares 403 Est. Cost $52.05 Unrealized
PSK SPDR SERIES TRUST 0.0%
Value ($000) $15 Shares 485 Est. Cost $33.18 Unrealized
SMLF ISHARES TR 0.0%
Value ($000) $15 Shares 216 Est. Cost $58.82 Unrealized
IVW ISHARES TR 0.0%
Value ($000) $12 Shares 112 Est. Cost $110.10 Unrealized
VB VANGUARD INDEX FDS 0.0%
Value ($000) $12 Shares 50 Est. Cost $213.34 Unrealized
ISCV ISHARES TR 0.0%
Value ($000) $11 Shares 175 Est. Cost $59.21 Unrealized
ISCG ISHARES TR 0.0%
Value ($000) $10 Shares 200 Est. Cost $46.57 Unrealized
IMTM ISHARES TR 0.0%
Value ($000) $10 Shares 212 Est. Cost $37.40 Unrealized
DFIV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $9 Shares 207 Est. Cost $35.48 Unrealized
ICF ISHARES TR 0.0%
Value ($000) $7 Shares 114 Est. Cost $58.73 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $6 Shares 28 Est. Cost $227.11 Unrealized
NANR SPDR INDEX SHS FDS 0.0%
Value ($000) $5 Shares 93 Est. Cost $51.00 Unrealized
MOTI VANECK ETF TRUST 0.0%
Value ($000) $5 Shares 150 Est. Cost $31.14 Unrealized
OEF ISHARES TR 0.0%
Value ($000) $5 Shares 15 Est. Cost $223.40 Unrealized
KBWD INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $4 Shares 275 Est. Cost $15.86 Unrealized
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $3 Shares 40 Est. Cost $72.03 Unrealized
LQD ISHARES TR 0.0%
Value ($000) $2 Shares 18 Est. Cost $107.68 Unrealized
RSPE INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $1 Shares 54 Est. Cost $26.02 Unrealized